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Weaver Consulting Group’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Weaver Consulting Group’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$423K Buy
3,886
+78
+2% +$8.6K 0.1% 161
2025
Q4 		$420K Hold
3,808
– – 0.1% 159
2025
Q3 		$424K Buy
+3,808
New +$419K 0.11% 150
2020
Q4 		– Sell
-665
Closed -$90K – 567
2020
Q3 		$90K Buy
665
+24
+4% +$3.27K 0.05% 201
2020
Q2 		$86K Buy
641
+158
+33% +$20.5K 0.05% 202
2020
Q1 		$60K Buy
483
+454
+1,566% +$57.8K 0.04% 207
2019
Q4 		$4K Hold
29
– – ﹤0.01% 649
2019
Q3 		$4K Hold
29
– – ﹤0.01% 632
2019
Q2 		$4K Hold
29
– – ﹤0.01% 619
2019
Q1 		$4K Buy
+29
New +$3.36K ﹤0.01% 1159

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return